Concord Wealth Partners’s Bloom Energy BE Stock Holding History

Concord Wealth Partners’s Portfolio BE Stock Details BE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-311	Closed	-$8K	–	1242
2022 Q1	$8K	Sell	311 -302	-49%	-$5.9K	﹤0.01%	814
2021 Q4	$13K	Buy	613 +551	+889%	+$13.9K	﹤0.01%	726
2021 Q3	$1K	Sell	62 -52	-46%	-$1.1K	﹤0.01%	806
2021 Q2	$3K	Buy	+114	New	+$2.77K	﹤0.01%	804

Other funds holding BE

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concord Wealth Partners's BE Position: Q2 2022 in Review

Concord Wealth Partners sold out of Bloom Energy (BE) in Q2 2022, closing a stake of 311 shares — an estimated $8K sold.

Concord Wealth Partners first reported a position in BE in Q2 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 291 funds tracked by Wall St. Rank hold BE as of Q2 2022.

Concord Wealth Partners reported no remaining Bloom Energy position as of Q2 2022 after selling out during the quarter.
Concord Wealth Partners sold 311 Bloom Energy shares in Q2 2022, an estimated $8K.
Concord Wealth Partners first reported a position in Bloom Energy in Q2 2021 and held it in 4 quarters.
Concord Wealth Partners's Bloom Energy position peaked at $13K in Q4 2021.
291 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.